JPL Wealth Management, LLC
Position in PM — Philip Morris International Inc.
CIK 2010710
GREENWOOD VILLAGE, CO
Position in PM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$211,845
+$38,239 QoQ
Shares Held
1,171
+11.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#2,589
of 2,914 holders
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 82%
Shared 0%
None 18%
Common Shares in PM Over Time
Shares Held
Position Value (USD)
Position in Tobacco
Consumer Defensive · as of Jun 30, 2026JPL Wealth Management, LLC holds $314,724 across 4 Tobacco names. PM ranks #1 (67.3% of the industry book) .
All Filings in PM
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $211,845 | 1,171 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $173,606 | 1,050 | Shares | Sole | 2026-05-08 | |
| 2025-09-30 | $170,147 | 1,049 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||